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Private client tax senior manager - advisory

Permanent
Lusona Consultancy (Financial) Limited
Manager
Posted: 8h ago
Offer description

Personal Tax Senior Manager - Advisory

Location: Glasgow or Edinburgh (Hybrid / Dynamic Working)
Salary: Up to £78,000 + Benefits

Ready for a role that's pureadvisory - not "advisory-with-a-side-of-compliance"?

We're supporting a forward-thinking, independent advisory firm as they continue scaling their Private Client Advisory practice across Scotland. They're seeking a Senior Manager who thrives on problem-solving, building trusted client relationships, and delivering genuinely strategic advice to entrepreneurs, HNW individuals, family-owned businesses, and wealth creators.

This isn't a back office tax role - it's a seat at the table with business owners, helping shape decisions that matter.

What You'll Lead:
* Pure advisory delivery - bespoke tax planning, structuring & optimisation.
* Complex private client work - CGT, IHT, trusts, business succession, family wealth.
* Strategic input into client structuring across personal & business assets.
* Direct client interaction - no being "shielded" behind Partners.
* Commercial development - spotting opportunities, shaping solutions, winning work.
* Mentoring talented juniors and helping grow a modern advisory practice.
What You'll Bring:
* CTA / CA / ACCA qualified with deep private client tax expertise.
* A track record advising business owners, entrepreneurs & HNW clients.
* Ability to simplify complex tax matters & communicate with clarity.
* Commercial nous - you enjoy building relationships & shaping solutions.
* Leadership qualities - ability to guide, mentor, and inspire others.
What Makes This Different:
* Pure advisory - no compliance treadmill.
* Dynamic working model - blend office/home to suit your life.
* Direct client ownership - build deep, long term relationships.
* Influence the direction of a growing advisory offering.
* Up to £80,000 + benefits - competitive & transparent.

If you're a private client tax expert looking for a role defined by impact, autonomy, and strategic advisory, not volume and box ticking, this is the move.

Emai me in confidence to or apply to explore further.

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